Wealth Planning Group

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

12800 Whitewater Dr Ste 100, Minnetonka,...

Phone Number

(612) 419-9956

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Wealth Planning Group

Wealth Planning Group specializes in wealth management and retirement planning services in Minnetonka, MN. Founded by Michelle Leisen, the firm focuses on building long-term relationships with clients by understanding their personal situations, goals, and risk tolerances. They offer a range of services including financial planning, investment management, and divorce planning, all tailored to meet individual needs and budgets. The company is committed to providing affordable and effective financial guidance to help clients secure their financial futures.Explore more
Popular SearchesWealth Planning GroupWealth Planning Group LLCPlanning Group LLCSIC Code 62,628NAICS Code 52,523Show more

Wealth Planning Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Planning Group

<$5M
1-10
Private
-
-
$5.7M
1-10
Private
-
1999
CG
Chelsea GonzalesFinancial Planner & Retirement, Cpa Advisor
<$5M
11-50
Private
-
-
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
KM
Kyle McCannCertified Financial Planner
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2019
RC
Rachel CragerManager, Client Services
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Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

Wealth Planning Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wealth Planning Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wealth Planning Group.

Wealth Planning Group Tech Stack

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Frequently Asked Questions Regarding Wealth Planning Group

What is Wealth Planning Group's official website?
Wealth Planning Group's official website is www.wealthplanninggroupmn.com
What is Wealth Planning Group's Revenue?
Wealth Planning Group's revenue is <$5 Million
What is Wealth Planning Group's SIC code?
Wealth Planning Group's SIC: 62,628
What is Wealth Planning Group's NAICS code?
Wealth Planning Group's NAICS: 52,523
How many employees does Wealth Planning Group have?
Wealth Planning Group has 1-10 employees
What industry does Wealth Planning Group belong to?
Wealth Planning Group is in the industry of: Finance, Securities Trading
What is Wealth Planning Group competition?
Wealth Planning Group top competitors include: Financial Planning Firm, KMR Wealth Advisory, Leon L Morris, Span Wealth Management
What technology does Wealth Planning Group use?
Some of the popular technologies that Wealth Planning Group uses are: Cloudflare Website Optimization, YouTube, Microsoft 365, Google Tag Manager
How do I contact Wealth Planning Group?
Wealth Planning Group contact info: Phone number: (612) 419-9956 Website: www.wealthplanninggroupmn.com
What does Wealth Planning Group do?

Wealth Planning Group specializes in wealth management and retirement planning services in Minnetonka, MN. Founded by Michelle Leisen, the firm focuses on building long-term relationships with clients by understanding their personal situations, goals, and risk tolerances. They offer a range of services including financial planning, investment manag... ement, and divorce planning, all tailored to meet individual needs and budgets. The company is committed to providing affordable and effective financial guidance to help clients secure their financial futures.Read More

Is Wealth Planning Group a public company?
Wealth Planning Group is private company therefore does not currently have an official ticker symbol
See more information about Wealth Planning Group

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